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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,578 | $115,931-83.1% | $185,441-89.4% | $86,983-77.5% |
| Participation rate | 52.6% | 73.6%-21.1pp | 80.3%-27.7pp | 69.5%-17.0pp |
| Annual return | 18.44% | 21.47%-3.0pp | 20.16%-1.7pp | 25.83%-7.4pp |
| Employer contribution / active EE | $736 | $2,937-74.9% | $4,672-84.2% | $2,584-71.5% |
| Participant deferral / active EE | $2,001 | $4,551-56.0% | $6,152-67.5% | $4,194-52.3% |
| Admin fee / account holder | $1,018 | $10,687-90.5% | $17,890-94.3% | $7,856-87.0% |